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In Articles: Kansas City Office, Community Involvement, Summer 2023 by Scott DouganJuly 11, 2023

Halftime Report

Thursday, August 3
Virtual: 12:00 noon – 1:00 pm

Fall Festival

Thursday, October 19
5:00 pm – 9:00 pm

Johnson County Arts & Heritage Center
8788 Metcalf Avenue, Overland Park, KS 66212

Your Retirement Elevated Podcast with Scott Dougan

For decades, retirement planning revolves around one primary goal of saving enough money. But as retirement approaches, a different question becomes increasingly important: how much of that money will you actually get to keep?

Many retirees discover too late that taxes can significantly impact their retirement income, Social Security benefits, Medicare premiums, and even the legacy they leave behind. In this episode, Scott explains why proactive tax planning deserves a seat at the retirement planning table.

Here’s what we cover in this episode:

💰 Tax Planning Matters: Saving is only half the battle

🪟 Planning Windows: Retirement creates unique opportunities

🔄 Roth Conversions: Powerful tool when used correctly

📉 RMD Risks: Waiting can reduce flexibility

🎯 Think Long-Term: Tax decisions create chain reactions

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html